Circle Wealth Management, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,122 filers reported holding NOVARTIS A G in Q1 2022. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
Circle Wealth Management, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$504,819
+14.2%
4,956
+13.1%
0.01%
-77.6%
Q2 2023$442,087
+9.7%
4,3810.0%0.06%0.0%
Q1 2023$403,052
+1.4%
4,3810.0%0.06%
-4.9%
Q4 2022$397,444
+19.4%
4,3810.0%0.06%
+10.9%
Q3 2022$333,000
-10.0%
4,3810.0%0.06%
-6.8%
Q2 2022$370,000
-3.6%
4,3810.0%0.06%
+18.0%
Q1 2022$384,000
+14.6%
4,381
+14.4%
0.05%
+13.6%
Q4 2021$335,000
+7.0%
3,8310.0%0.04%
-2.2%
Q3 2021$313,000
-10.6%
3,8310.0%0.04%
-10.0%
Q2 2021$350,000
+28.2%
3,831
+20.1%
0.05%
+13.6%
Q1 2021$273,000
-15.2%
3,191
-6.3%
0.04%
-4.3%
Q4 2020$322,000
+43.1%
3,406
+31.6%
0.05%
+24.3%
Q3 2020$225,0002,5880.04%
Other shareholders
NOVARTIS A G shareholders Q1 2022
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 335,936$29,213,0005.81%
Martin Investment Management, LLC 170,759$14,849,0005.36%
Mawer Investment Management Ltd. 8,515,391$740,498,0004.84%
SCHARF INVESTMENTS, LLC 1,212,354$105,426,0004.54%
Hansberger Growth Investors, LP 45,645$3,969,0004.50%
GARLAND CAPITAL MANAGEMENT INC 50,905$4,427,0003.95%
First Fiduciary Investment Counsel, Inc. 193,021$16,785,0003.49%
PROFESSIONAL ADVISORY SERVICES INC 224,087$19,487,0003.48%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 362,047$31,484,0003.29%
WILKINS INVESTMENT COUNSEL INC 126,470$10,998,0003.28%
View complete list of NOVARTIS A G shareholders